Book Image

Microsoft Dynamics GP 2016 Cookbook

By : Mark Polino, Ian Grieve
Book Image

Microsoft Dynamics GP 2016 Cookbook

By: Mark Polino, Ian Grieve

Overview of this book

The latest release of Dynamics GP 2016 offers a powerful, adaptable, and cloud enabled enterprise accounting software solution. The new version has experienced changes in serviced-based architecture, workflow, existing functionalities, and the introduction of plenty of new features. This book will help you get the most out of Dynamics GP quickly and effectively. This book picks up where implementation training leaves off. Whether you are new or experienced, you will find useful recipes to improve the way you use and work with Dynamics GP. The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application. Most of the recipes are designed to give you tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, connecting Dynamics GP to Microsoft Office, exposing hidden features in Dynamics GP, PowerBI, and much more!
Table of Contents (20 chapters)
Microsoft Dynamics GP 2016 Cookbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Personalizing the home page by selecting the right role


Since version 2010 of Dynamics GP, Microsoft has placed a strong emphasis on user roles in both the organization and the software. Selecting the right role in the system presents many of the best Home Page options by default.

A role is usually selected by default when a user is created, and it's often wrong because at setup the focus is placed on job titles and not on the tasks the user performs. Additionally, user's roles evolve and change over time. Fortunately, changing a user's role is easy, so we'll look at how to do it in this recipe.

How to do it...

To change a user's Home Page role, complete the following steps:

  1. In Home Page, click on the Customize this Page link in the upper-right corner.

  2. Click on the Change Role button in the bottom-right corner.

    Changing the role resets any customizations that a user has made to their Quick Links or Business Analyzer settings in the home page; the user is prompted with a warning that their customizations will be lost and is given the choice of cancelling the change of role.

  3. Click on OK to indicate an understanding of the consequences of changing a role.

  4. Select Your Industry at the top. Changing an industry simply adds or removes the available role options immediately below. Selecting Other as the industry provides all of the role options.

  5. On the left-hand side, select the role that's closest to a user's responsibilities. As a role is highlighted, a description of that role's tasks is included on the right-hand side. Click on OK to accept the role:

See also

  • Managing personal reports with My Reports

  • Further personalizing the home page by customizing the layout

  • The Speeding up Navigation lists by disabling Business Analyzer recipe in Chapter 11, Maintaining Dynamics GP